Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.49M 0.01%
42,618
+2,159
627
$3.45M 0.01%
325,058
+12,027
628
$3.44M 0.01%
45,485
+11,341
629
$3.36M 0.01%
62,527
-75,764
630
$3.36M 0.01%
20,292
+309
631
$3.35M 0.01%
43,537
-17,522
632
$3.31M 0.01%
15,936
+572
633
$3.31M 0.01%
27,991
-733
634
$3.28M 0.01%
18,547
-780
635
$3.27M 0.01%
+16,354
636
$3.26M 0.01%
+29,371
637
$3.26M 0.01%
9,733
-4,434
638
$3.25M 0.01%
259,335
+34,833
639
$3.24M 0.01%
28,141
-515
640
$3.24M 0.01%
278,913
+115,433
641
$3.24M ﹤0.01%
18,032
-2,316
642
$3.23M ﹤0.01%
48,621
-777
643
$3.15M ﹤0.01%
32,386
+3,524
644
$3.14M ﹤0.01%
71,351
-2,105
645
$3.12M ﹤0.01%
38,342
+29,560
646
$3.11M ﹤0.01%
153,680
+9,494
647
$3.09M ﹤0.01%
39,850
-2,216
648
$3.09M ﹤0.01%
87,871
+12,850
649
$3.07M ﹤0.01%
+9,010
650
$3.07M ﹤0.01%
91,479
-840
24 25
26
27 28